Institutional Ownership Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF). We have compiled data on the 2,057 institutions that hold shares in the stock, with a total of 762 Million shares, which have been reported (via 13F filing form) to have a value of $35.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
1,470
shares
|
$68,575
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
1,452
shares
|
$67,735
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1,444
shares
|
$67,362
0.01% of portfolio
|
Q2 2024
Reduced 14.76%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
1,444
shares
|
$67,362
0.02% of portfolio
|
Q4 2024
Added 10.4%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
1,440
shares
|
$67,176
0.06% of portfolio
|
Q1 2025
Reduced 8.1%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
1,402
shares
|
$65,403
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Apr 11, 2025 Q1 2025 |
1,382
shares
|
$64,470
0.02% of portfolio
|
Q1 2025
Reduced 91.44%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
1,361
shares
|
$63,490
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
1,338
shares
|
$62,417
0.02% of portfolio
|
Q2 2024
Reduced 8.23%
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
1,330
shares
|
$62,044
0.04% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,310
shares
|
$61,111
0.07% of portfolio
|
Q4 2021
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
1,280
shares
|
$59,712
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
1,261
shares
|
$58,825
0.02% of portfolio
|
Q3 2024
Added 10.71%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
1,256
shares
|
$58,592
0.02% of portfolio
|
Q3 2024
Reduced 78.02%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
1,221
shares
|
$56,959
0.02% of portfolio
|
Q4 2024
Reduced 22.77%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
1,217
shares
|
$56,773
0.01% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
1,217
shares
|
$56,773
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,214
shares
|
$56,633
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
1,206
shares
|
$56,259
0.0% of portfolio
|
Q2 2024
Reduced 27.04%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,175
shares
|
$54,813
0.05% of portfolio
|
Q4 2024
Reduced 66.71%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,141
shares
|
$53,227
0.02% of portfolio
|
Q1 2024
Reduced 2.4%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
1,133
shares
|
$52,854
0.01% of portfolio
|
Q1 2025
Reduced 8.04%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
1,132
shares
|
$52,807
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,110
shares
|
$51,781
0.01% of portfolio
|
Q4 2023
Added 0.09%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
1,099
shares
|
$51,268
0.01% of portfolio
|
Q4 2024
Added 59.28%
|